Whitepapers
- A Lawyer's Guide to Writing Well
- Converting Documents From WordPerfect to Word
- Creating a Graphic-Oriented Document with Microsoft Publisher
- Making Documents ADA Accessible
Document Assembly
- What is Document Assembly
- Document Automation Considerations
- The Case for Adding Document Assembly Technology to your Templates
- Rules for Template Building
- Why Template Building is Critical for all Law Offices
- "Disruptive" Legal Technologies
- Document Automation - Stumbling Blocks
- Legal Drafting Methodologies
- The Case For Commercial Drafting Systems
- The Case For Gold Standards + Word Processor Automation
Document Management
- Acquire a Search Program or a Document Management System
- Establish File Naming Conventions
- Managing Documents WITHOUT a Document Management System
- Managing Documents WITH a Document Management System
- Document Management and Paperless Terms you NEED to Know
- Implementation Steps For A Successful Paper Reduction System
- Paper Reduction Strategy
Checklists
Products and Services
Comparison Charts
- Document Assembly Tools Comparison Chart
- Document Management Comparison Chart
- Document Management Integrations Comparison Chart
- Cloud Document Storage Comparison Chart
- E-Signature Services Feature Comparison Chart
- PDF Programs for Mac Feature Comparison Chart
Recommendations
Document Management
Videos
- Microsoft Excel Training Recordings (27 Videos)
- Microsoft Word Training Recordings (52 Videos)
Document Assembly
- HotDocs Classic Developer Desktop Training Recordings (30 Videos)
- Affinity Webinars about Document Automation
Document Management
- CleanDocs Training Recordings (1 Video)
- CompareDocs Training Recordings (3 Videos)
- DocuSign Training Recordings (1 Video)
- DropBox Training Recordings (2 Videos)
- Microsoft OneDrive Training Recordings (18 Videos)
- NetDocuments Training Recordings (30 Videos)
- Worldox Training Recordings (23 Videos)
- Affinity Webinars about Document Management
- Affinity Webinars about NetDocuments
- Affinity Webinars about Worldox
- Tech Tip: Securing Online Document Storage for Attorneys
Free On-Demand CLE
Eligible ISBA members receive 15 hours of Free On-Demand CLE as a member benefit. Non-members may purchase these programs.
Ethics
ISBA Advisory Opinions on Professional Conduct
Articles
File Retention
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December 2018Is Dropbox Safe?
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August 2017Moving Toward a Paperless Office
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June 2017When can I destroy my records?
- November 2016
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November 2015Do you have to give clients their files?
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September 2015My former client called and wants his file—What do I have to give him?
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November 2014Electronically stored information and reasonable retention vs. hoarding
- June 2012
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December 2010Who does the file belong to?
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February 2009Retention of e-mail: Why bother?
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June 2008Cover Me: Documentation Is More Than CYA
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April 2008The Local Records Act and Destruction of Public Records
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April 2008Resolutions for 2008
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July 2007E-Mail Retention Policies and the Local Records Act
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October 2006Should You Store Your Client’s Will?
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June 2004SAMPLE DOCUMENT RETENTION POLICY
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June 2004Law firm document retention policies
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February 2004How Long Must Illinois Lawyers Retain Case Files?
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February 2004When Can You Retain Client Files for Failure to Pay Fees?
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January 2004Back it up-A practical approach to computers, data storage and backup systems
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December 2002File Retention: Preventing Brownfields in Your Storage Room
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March 1999Spring cleaning—A dozen pointers for purging files
File Management
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January 2020Better Drafting Through Templates and Automation
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December 2018Is Dropbox Safe?
- April 2018
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August 2017Moving Toward a Paperless Office
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May 2017My head and my work are in the clouds— With ScanSnap Cloud
- February 2017
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November 2013WordRake—How does your document garden grow?
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June 2013Can you find it?
- June 2012
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March 2006Taming the paper tiger
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February 2006Filing System Basics for Solo and Small-Firm Lawyers
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December 2005Mastering and managing documents in the state-of-the-art law office
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March 1999Spring cleaning—A dozen pointers for purging files